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Vernon S
CFP®, Series 63
Appleton, WI
Sumnicht & Associates, LLC
Vernon Sumnicht is a CFP® professional with 22 years of industry experience, serving as managing member of Sumnicht Hedge Fund Advisors LLC and general partner of two funds. He has been with Sumnicht & Associates, LLC since 1988. Sumnicht & Associates is a boutique family-wealth advisory firm focused on high-net-worth families, trusts, foundations, and estates. The firm employs a multidisciplinary, team-based approach to wealth management and legacy planning, primarily using ETF-based allocation models through an affiliated investment adviser.
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